Berna, your content and especially the last 3 pieces are just terrific. Thank you.
I’m just an individual investor with a day job, but for what it’s worth, yours is the best long-form retail/consumer focused analysis I’ve come across. (I like Jeff Macke’s Twitter insights too.)
Hi Berna! Wanted to dig into your comment on vegan leather being a trend, with an unclear origin. Isn't this a sign that consumers are becoming more concerned about climate change? Cattle are a major source of greenhouse gases, and as climate change becomes a bigger issue and consumers become more educated about the causes, they are demanding more alternatives to beef and leather. You might have a different analysis, however, which is why I'm eager to dig in. Thanks!
Thanks for your thoughts! I appreciate all the fashion commentary.
Tory Burch sounds like they are cleaning up ahead of their sale.
VFC has a Vans and a Supreme problem, not a North Face problem. North Face has been well run for a while now and is the gift that keeps giving. The cold weather probably accelerates them a bit and saves the VFC quarter while Vans will continue to be a disaster until they figure out how they missed the 90s trend (which will undoubtedly involve a huge restructuring/talent change at the brand).
Berna, your content and especially the last 3 pieces are just terrific. Thank you.
I’m just an individual investor with a day job, but for what it’s worth, yours is the best long-form retail/consumer focused analysis I’ve come across. (I like Jeff Macke’s Twitter insights too.)
Hi Berna! Wanted to dig into your comment on vegan leather being a trend, with an unclear origin. Isn't this a sign that consumers are becoming more concerned about climate change? Cattle are a major source of greenhouse gases, and as climate change becomes a bigger issue and consumers become more educated about the causes, they are demanding more alternatives to beef and leather. You might have a different analysis, however, which is why I'm eager to dig in. Thanks!
Thanks for your thoughts! I appreciate all the fashion commentary.
Tory Burch sounds like they are cleaning up ahead of their sale.
VFC has a Vans and a Supreme problem, not a North Face problem. North Face has been well run for a while now and is the gift that keeps giving. The cold weather probably accelerates them a bit and saves the VFC quarter while Vans will continue to be a disaster until they figure out how they missed the 90s trend (which will undoubtedly involve a huge restructuring/talent change at the brand).